Retirement plan

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN

Name: FUSI AND CRAIG PLASTIC SURGERY, P.A - FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FUSI AND CRAIG PLASTIC SURGERY, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN, FUSI AND CRAIG PLASTIC SURGERY, P.A

FUSI AND CRAIG PLASTIC SURGERY, P.AEIN 47-5423547Plan #001PY 2018

5 DURHAM ROAD - GUILFORD, CT 06437407-599-5900craigplasticsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+7.2% from 2017

Total participants

0.0% from 2017

Average account balance

$211,465

+7.2% from 2017

Annual return

-5.60%

-458.24 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$716K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$57

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$2124 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.837%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$211,465

$180,459+17.2%

$154,108+37.2%

$135,380+56.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.60%

888.21%-893.8pp

735.21%-740.8pp

519.81%-525.4pp

Employer contribution / active EE

$18,736

$6,035+210.5%

$5,298+253.7%

$4,779+292.1%

Participant deferral / active EE

$11,653

$5,806+100.7%

$5,081+129.4%

$5,609+107.7%

Admin fee / account holder

$1,770

$16,145-89.0%

$13,411-86.8%

$10,828-83.7%

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FUSI AND CRAIG PLASTIC SURGERY, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion